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Oct 31, 2025
Cooper Q4 2025 Earnings Report
CooperCompanies reported its Q4 2025 results, showing solid top-line growth and continued earnings momentum.
Key Takeaways
CooperCompanies delivered Q4 2025 results ahead of expectations with strong adjusted EPS, solid revenue growth across both business segments, and positive free cash flow.
CooperCompanies beat expectations on revenue, earnings, and free cash flow.
CooperVision saw growth from MyDay contract wins and MiSight sales up 37%.
CooperSurgical revenue landed at the high end of guidance with optimism for fertility in 2026.
Q4 included major reorganization efforts expected to yield $50M in annual pre-tax savings starting FY26.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
CooperCompanies guided FY26 revenue and EPS above expectations, supported by improved cash flow, product momentum, and reorganization benefits.
Positive Outlook
- FY26 revenue projected at $4.299–$4.338 billion
- FY26 non-GAAP EPS expected to be $4.45–$4.60
- Free cash flow forecast of $575–$625 million for FY26
- Updated long-term free cash flow goal of over $2.2 billion through FY28
- CVI and CSI both forecasted to grow organically 4–5.5%
Challenges Ahead
- Q4 GAAP margins compressed due to reorganization costs
- Gross margin fell to 61% from 67% YoY
- Operating margin declined to 13% from 19% YoY
- EPS on GAAP basis dropped 27% YoY
- Continued exposure to FX and tariff pressures
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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